Panoramic Capital Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Panoramic Capital Partners’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Hold	7,195	–	–	0.18%	42
2026 Q1	$378K	Buy	7,195 +14	+0.2%	+$740	0.23%	39
2025 Q4	$380K	Sell	7,181 -114	-2%	-$6.04K	0.23%	38
2025 Q3	$387K	Hold	7,295	–	–	0.25%	35
2025 Q2	$383K	Hold	7,295	–	–	0.27%	32
2025 Q1	$378K	Hold	7,295	–	–	0.39%	27
2024 Q4	$377K	Buy	+7,295	New	+$379K	0.33%	28

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Panoramic Capital Partners's IGSB Position: Q2 2026 in Review

Panoramic Capital Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 7,195 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #42.

Panoramic Capital Partners first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Panoramic Capital Partners held 7,195 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $377K as of Q2 2026.
Panoramic Capital Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.18% of Panoramic Capital Partners's portfolio in Q2 2026, its #42 holding.
Panoramic Capital Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Panoramic Capital Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $387K in Q3 2025.
1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.